WINSLOW ASSET MANAGEMENT INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BZH | 489K | $12.00M |
 | TTEK | 443K | $14.78M |
 | VRRM | 369K | $9.12M |
 | PHM | 229K | $30.31M |
 | KVUE | 172K | $2.79M |
 | SLB | 170K | $5.85M |
 | MC | 169K | $12.03M |
 | CMCSA | 165K | $5.19M |
 | AAPL | 164K | $41.87M |
 | SCHW | 154K | $14.71M |
 | CHWY | 153K | $6.17M |
 | UBER | 151K | $14.75M |
 | CG | 146K | $9.18M |
 | TER | 143K | $19.70M |
 | WY | 140K | $3.48M |
 | CSCO | 133K | $9.07M |
 | THC | 121K | $24.54M |
 | ORCL | 112K | $31.51M |
 | TPR | 105K | $11.90M |
 | CNS | 104K | $6.84M |
Beazer Homes USA, Inc.
BZH
Shares Held
489K
Value
$12.00M
Tetra Tech, Inc.
TTEK
Shares Held
443K
Value
$14.78M
Verra Mobility Corporation
VRRM
Shares Held
369K
Value
$9.12M
PulteGroup, Inc.
PHM
Shares Held
229K
Value
$30.31M
Kenvue Inc.
KVUE
Shares Held
172K
Value
$2.79M
SLB N.V.
SLB
Shares Held
170K
Value
$5.85M
Moelis & Company
MC
Shares Held
169K
Value
$12.03M
Comcast Corporation
CMCSA
Shares Held
165K
Value
$5.19M
Apple Inc.
AAPL
Shares Held
164K
Value
$41.87M
The Charles Schwab Corporation
SCHW
Shares Held
154K
Value
$14.71M
Chewy, Inc.
CHWY
Shares Held
153K
Value
$6.17M
Uber Technologies, Inc.
UBER
Shares Held
151K
Value
$14.75M
The Carlyle Group Inc.
CG
Shares Held
146K
Value
$9.18M
Teradyne, Inc.
TER
Shares Held
143K
Value
$19.70M
Weyerhaeuser Company
WY
Shares Held
140K
Value
$3.48M
Cisco Systems, Inc.
CSCO
Shares Held
133K
Value
$9.07M
Tenet Healthcare Corporation
THC
Shares Held
121K
Value
$24.54M
Oracle Corporation
ORCL
Shares Held
112K
Value
$31.51M
Tapestry, Inc.
TPR
Shares Held
105K
Value
$11.90M
Cohen & Steers, Inc.
CNS
Shares Held
104K
Value
$6.84M